AWM
USAR

Apollon Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Apollon Wealth Management’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,110
Closed -$174K – 1398
2025
Q3 		$174K Buy
+10,110
New +$144K ﹤0.01% 1241

Other funds holding USAR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apollon Wealth Management's USAR Position: Q4 2025 in Review

Apollon Wealth Management sold out of USA Rare Earth Inc (USAR) in Q4 2025, closing a stake of 10,110 shares — an estimated $174K sold.

Apollon Wealth Management first reported a position in USAR in Q3 2025 and held it in 1 quarter. The position peaked at $174K in Q3 2025. 229 funds tracked by Wall St. Rank hold USAR as of Q4 2025.

  • Apollon Wealth Management reported no remaining USA Rare Earth Inc position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 10,110 USA Rare Earth Inc shares in Q4 2025, an estimated $174K.
  • Apollon Wealth Management first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 1 quarter.
  • Apollon Wealth Management's USA Rare Earth Inc position peaked at $174K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.